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Kathy Gregory

LivePlan for Strategic Advisors
Director of Strategic Development
peter@paloalto.com

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About Us: Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a company from one employee to nearly fifty. Our products are tooled for small businesses because we understand the challenges of startups, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.

Archived Webinars

HOW TO WIN HIGH-VALUE ADVISORY WORK AND BUILD A PROFITABLE SERVICE
Recorded Date January 22, 2019  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
ADD CLIENT ADVISORY SERVICES TO YOUR CPA FIRM WITH SCALABLE LIVEPLAN METHOD
Recorded Date February 8, 2018  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
TRACKING KEY PERFORMANCE INDICATORS IN LIVEPLAN TO HELP SMBs MEET THEIR GOALS
Recorded Date July 21, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
6 METRICS YOUR CLIENTS SHOULD BE TRACKING EVERY DAY
Recorded Date June 16, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
DEMO: USING LIVEPLAN TO ADD BUSINESS PLANNING & STRATEGIC FORECASTING
Recorded Date May 11, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other